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How to Create a Job Card

This tutorial provides information on the following topics:

While Work Orders represent a relationship between the Company and the Customer, a Job Card represents a relationship between the Company and the Team.

Job Cards allow you to assign the Work Order to one or more teams including the ability to record services, stock transactions and the hours worked on each Job. A great advantage is the ability to assign multiple Job Cards to a single Work Order, allowing you to allocate different sections of a project (Work Order) to different teams.

Job Cards includes click through technology; allowing you to access customer information, work order information, product information, team information, etc. from a single Job Card.

Create a Job Card using on a Work Order form

Before a creating a Job Card, there needs to be a Work Order for the Job Card already in the system. Click here to create a Work Order.

  1. If the Work Order form is not open:

    1. Click the 'Work Orders' button on the 'Section Item list' and click the 'All Work Orders' button on the Section Filter list.

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    2. Select the Work Order in the List View Pane. Open the Work Order form by right clicking the Work Order and selecting 'Open' from the menu.

  2. On the selected Work Order, choose a Team from the drop down list provided in the 'Team' field.

  3. When creating a Job Card, the date will be the current date by default. If the date needs to be changed, select the required date from the drop down list provided in the 'Job Date' field.

    Change the Date on a Job Card 

  4. Clicking the 'Add' button will create the Job Card and add the Job Card to the Work Order

  5. Click the 'Save and Refresh' button on the Work Order form's toolbar.

    SaveJobCard 

  6. Double clicking the Job Card on the Work Order, will open and display the 'Job Card' form on your screen.

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    Included on the Work Order, is the Work Order's unique number, Work Order's date and the team selected to complete the Job.

  7. Use the 'Stock Transactions' and 'Services' tabs to record Stock Transactions and Services performed on the Job

  8. Once the Job is completed, enter a detailed description of the work carried out in the 'Work Description' window.

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  9. Record labour hours by entering the start and end times, selecting the correct labour rate (i.e. normal or after hours) and clicking the 'Add' button

  10. To mark the Job as completed, tick the 'Completed' check box on the Job Card form.

    Completed Job Card

    Ticking the 'Complete' checkbox on the Job Card and clicking the 'Save and Close' button will move the Work Order from 'Issued' to 'To Be Checked' on the Work Order Section Item List.

Create a Job Card from the Main Screen's toolbar

  1. Click the 'New' button on the Main Screen toolbar and Select 'Job Card' from the Menu.

    NewJobCardFromToolbar

  2. Select the Work Order from the drop down list provided in the 'Work Order' field.

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  3. If the Job Date needs to be changed, select the correct date in the 'Job Date' field.

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  4. Allocate a Team to the Job Card by selecting the Team from the drop down list provided in the 'Team' field

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  5. Click the 'Save and Refresh' button.

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  6. Use the 'Stock Transactions' and 'Services' tabs to record Stock Transactions and Services performed on the Job.

  7. Once the Job is completed, enter a detailed description of the work carried out in the 'Work Description' window.

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  8. Record labour hours by entering the start and end times and clicking the 'Add' button.

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  9. Click the 'Save and Refresh' button on the Job Card form's toolbar to save the information.

    Save Job Card

    The totals accrued concerning Services, Stock Transactions, Labour, and callout fees will populate their relevant fields on the Job Card form.

  10. The Job Card is now complete; therefore, tick the 'Completed' checkbox on the Job Card form.

    Completed Job Card

    Ticking the 'Complete' checkbox on the Job Card will move the Work Order from 'Issued' to 'To Be Checked' on the Work Order Section Item List. Click the 'Save and Close' button on the Job Card's form to close the Job Card.